Item Details PDF Report

This report provides all content for Items. The report includes Item Data, Occurrences, Core Properties, Groups, Classifications, and Statuses by default. Sub Items, Products, Notes, Images, and Documents can also be included.

Filter and Order

We provide ten filters by default, Item Group, Item Number, Name, BIM ID, To be modeled, ASE, Responsibility, Budget, and Tender Group. The first is listed as a filter if the project uses classifications. If more filters are needed, select Add more filters.
The order of the rooms is, by default, set to Item Number.

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Report Content

We provide thirteen content sections in this report. Item Data and Occurrences are turned on by default as the primary sources for this report. If the project has several item lists, all are active by default.

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Edit Item Data

Item Data, by default, has no filters for flags or view filters. By default, show all data fields regardless if they have data and will include fixed text. These choices can be modified by selecting Edit next to this content section.

Any view filters defined by the project admin can be used for reporting purposes and can be selected from the drop-down menu.

To ensure only populated data shown in the report, check the box next to Only fields with data.

Edit Occurrences

Occurrences, by default, show five columns with the following column widths: Room Function Number (25%), Room Number (20%), Room Name (*), Quantity (10%), and Net price (15%) that can be adjusted to include any occurrence fields. The asterisk * denotes no width defined and is what is left over, making up 100% after using the columns defined with a width. To edit the columns select Edit next to this content section.

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Filter Occurrences

No filters are applied by default, but any occurrence fields may filter the occurrences. The order may also be defined with any occurrence field. Select Filter next to this content section to edit the filter and order.